CCAM
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Cascades Capital Asset Management’s Procter & Gamble PG Stock Holding History

Cascades Capital Asset Management’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$208K Sell
1,440
-78
-5% -$11.8K 0.09% 127
2025
Q4 		$218K Buy
1,518
+142
+10% +$20.9K 0.09% 121
2025
Q3 		$211K Sell
1,376
-212
-13% -$33.1K 0.09% 122
2025
Q2 		$253K Sell
1,588
-348
-18% -$56.8K 0.13% 93
2025
Q1 		$330K Buy
1,936
+3
+0.2% +$502 0.18% 82
2024
Q4 		$324K Buy
1,933
+3
+0.2% +$511 0.17% 81
2024
Q3 		$334K Buy
+1,930
New +$328K 0.18% 79

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cascades Capital Asset Management's PG Position: Q1 2026 in Review

Cascades Capital Asset Management reduced its Procter & Gamble (PG) stake by 5.1% in Q1 2026, selling an estimated $11.8K and leaving 1,440 shares worth $208K. The position accounts for 0.09% of the portfolio, ranked #127.

Cascades Capital Asset Management first reported a position in PG in Q3 2024 and has held it in 7 quarters since. The position peaked at $334K in Q3 2024. 3,992 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Cascades Capital Asset Management held 1,440 shares of Procter & Gamble worth $208K as of Q1 2026.
  • Cascades Capital Asset Management sold 78 Procter & Gamble shares in Q1 2026, an estimated $11.8K.
  • Procter & Gamble made up 0.09% of Cascades Capital Asset Management's portfolio in Q1 2026, its #127 holding.
  • Cascades Capital Asset Management first reported a position in Procter & Gamble in Q3 2024 and has held it in 7 quarters since.
  • Cascades Capital Asset Management's Procter & Gamble position peaked at $334K in Q3 2024.
  • 3,992 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Cascades Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.